401(k) · DOL Form 5500 · 2023

Hillenbrand, Inc. 401(k) Plan

Data updated 2026-08-11

$512M
Total assets
3,008
Participants
97th
Percentile by assets
$170,121
Avg per participant
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Official DOL plan name: Process Equipment Group 401(k) Savings Plan · Sponsored by Hillenbrand, Inc. · Indiana · Management of Enterprises

$512M in assets, 3,008 participants

Hillenbrand, Inc.'s Process Equipment Group 401(k) Savings Plan reported $512M in total assets and 3,008 participants in its 2023 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 97th percentile by assets (of 127,072 plans)
  • #1,029 in Management of Enterprises (1,137 peers)

Coverage in Indiana

Process Equipment Group 401(k) Savings Plan covers 3,008 participants in Indiana, 5.6x the typical Indiana plan (state average ~541 per filing). Assets: $512M.

$512M
total plan assets (2023 EOY)
3,008
covered participants
97th
percentile by assets (of 127,072 plans)
$170,121
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Process Equipment Group 401(k) Savings Plan reported net income rose from -$100M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Process Equipment Group 401(k) Savings Plan end-of-year assets rose from $437M in the plan year 2022 filing to $512M in the plan year 2023 filing.
  • Process Equipment Group 401(k) Savings Plan reported participants rose from 2,794 in the plan year 2022 filing to 3,008 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Process Equipment Group 401(k) Savings Plan reports 3,008 participants - 5.6x that state average ($512M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$437M
Net Assets (End of Year)$512M
Net Income$69M
Employer EIN261342272
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillenbrand, Inc.)

$550M$600M$650M$700M$750M 202220232024 $685M $575M ▼ -16.1%
Total plan assets by year, all Hillenbrand, Inc. plans on file
Year Plans Participants Total Assets
2022 3 4,180 $685M
2023 2 3,526 $700M
2024 2 2,032 $575M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Process Equipment Group 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Process Equipment Group 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Process Equipment Gr…The Lilly Employee 4…Elevance Health 401(…Cummins Retirement a…Iu Health 401(k) Sav…Steel Dynamics, Inc.…
Process Equipment Group 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Process Equipment Group 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Process Equipment Group 401(k) Savings Plan assets move in 2023?
Process Equipment Group 401(k) Savings Plan grew sharply - up 17.2% during 2023, from $437M to $512M. Reported net income was $69M.
How have Hillenbrand, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hillenbrand, Inc.'s sponsor-wide assets declined 16.1%, from $685M to $575M.
Where does Process Equipment Group 401(k) Savings Plan rank by assets among Form 5500 filers?
Process Equipment Group 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Process Equipment Group 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Kilpatrick Townsend & Stockton LLP Retirement Savings Plan in GA ($512M, 806 participants).

Next read for Process Equipment Group 401(k) Savings P…

Filing takeaways

Ways to act on Process Equipment Group 401(k) Savings Plan's numbers.